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Baystate Wealth Management’s HubSpot HUBS Stock Holding History

Baystate Wealth Management’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$168K Buy
+289
New +$139K 0.01% 215

Other funds holding HUBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baystate Wealth Management's HUBS Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in HubSpot (HUBS) in Q4 2023: 289 shares worth $168K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings.

706 funds tracked by Wall St. Rank hold HUBS as of Q4 2023.

  • Baystate Wealth Management held 289 shares of HubSpot worth $168K as of Q4 2023.
  • HubSpot was a new Baystate Wealth Management position in Q4 2023.
  • HubSpot made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #215 holding.
  • 706 funds tracked by Wall St. Rank held HubSpot as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.